The AI spending boom is boosting US GDP — and potentially hiding looming problems

Tech Insider : Economy, Economy, Business
Donald Trump holds up an executive order during an announcement of his AI plan
President Donald Trump recently unveiled his plan to boost AI investments. Big tech's spending race won't slow down anytime soon, but it may be hiding troubling signs for the economy.

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Big Tech's data center spending spree shows no signs of slowing

Tech Insider : Business, Style
Amazon CEO Andy Jassy
Amazon CEO Andy Jassy

REUTERS/Brendan McDermid

Nvidia CEO Jensen Huang says the payback on AI spending is coming from these 3 places

Tech Insider
Jensen Huang smiling whilst wearing a navy blue suit, light blue shirt and dark blue tie
Jensen Huang said demand will continue to be stronger than its supply provides

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AI will be a lot less profitable than previous tech waves

Tech Insider
A human dances in booth at a generative AI art exhibition
A human dances in booth at a generative AI art exhibition

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How Nvidia is dominating an AI-obsessed earnings season without even reporting yet

Tech Insider
nvidia stock bull chart jensen huang graphic

AndreyKrav/iStock, Michael M. Santiago/Getty, Tyler Le/BI

US companies are barreling towards a $1.8 trillion wall of maturing corporate debt

Tech Insider
job fair chicago
US companies could pull back on hiring or cut headcount to deal with higher debt payments, Goldman Sachs said.

(AP Photo/Kiichiro Sato)

Tech giants are supposed to be spending less. Nvidia is selling boatloads of GPUs. Both things can't be happening at once.

Tech Insider
Jensen Huang
Jensen Huang, CEO of Nvidia.

Rick Wilking/Reuters

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